SourcingSourcing

FENTON GREGORY COLEMAN

A68
CRD 133301·SEC 801-113572·SANDWICH, MA
AUM
$194.8M
$100M-$500M
Est. Revenue
$1.9M
@ 1% on AUM
Est. EBITDA
$584K
@ 30% margin
Est. Deal Value
$4.7M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
FENTON GREGORY COLEMAN
CRD
133301
SEC file #
801-113572
EIN
—
DBA names
Cambridge Cape Cod Advisors, Llc

Economics

AUM
$194.8M
AUM band
$100M-$500M
AUM trajectory
'20'26
$107.2M → $194.8M▲ +82%
Client mix
Individuals High Net Worth68
Individuals Other55

Operations

Employees (total)
2
Advisory staff (per ADV)
0
Advisory staff (5-yr trend)
'20'25
1 advisors → 2 advisors▲ +100%
Primary office
SANDWICH MA
Branches
—

Custodian & Brokerage

Primary custodian
Fidelitylow confidence
Services offered
Financial planningPortfolio mgmt — individualsOther Advisory Services
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
01/08/2026
ADV-W filed at
—
Website
cambridgecape.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
FENTON, GREGORY, COLEMAN
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
FENTON, GREGORY, COLEMAN
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
CAMBRIDGECAPE.COM
Rdap Domain Creation Date
2005-11-30T15:35:11Z
Rdap Firm Age Years
21
Rdap Firm Age Band
20+y
Rdap Registrar
eNom, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.369
Soi Zip Pct 200k Plus
0.1266
Soi Zip Returns 200k Plus
710
Soi Zip Total AGI
624,625
Fdic Zip Total Deposits
14,910,464,000
Fdic Zip Branch Count
271
Fdic Zip Top Banks
The Cape Cod Five Cents Savings Bank
Eastern Bank

Compliance & brand

Firm Registration Status
active

All other collected signals (24)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
1
Bc Firm IAR Count
1
Custodian Candidates
Full
Fidelity4
E*trade4
Fdic Zip Branches Raw
Cape Cod Bank and Trust CompanySandwich, MA
Citizens Bank of MassachusettsSandwich, MA
Fdic Zip HHI
802.98
Fdic Zip Top Bank Share Pct
16.47
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-11-30T15:35:11Z
Rdap Domain Last Changed
2025-11-07T16:27:49Z
Rdap Nameservers
Ns1045.ui-dns.bizNs1045.ui-dns.comNs1045.ui-dns.deNs1045.ui-dns.org
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI14,791
Returns1,320
Stub 2
AGI33,217
Returns890
Stub 3
AGI42,904
Returns700
Soi Zip Total Business Income
28,167
Soi Zip Total Cap Gains
43,252
Soi Zip Total Dividends
11,184
Soi Zip Total Returns
5,610
Top Owner CRD
1663005
Trust Company Affiliate
No

People (1)

1
FENTON, GREGORY, COLEMAN
IAR · Direct Owner · 87.5%
1663005